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S&P Global

929 hedge funds and large institutions have $43.9B invested in S&P Global in 2019 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 324 increasing their positions, 341 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 68

23% more capital invested

Capital invested by funds: $35.6B → $43.9B (+$8.34B)

12% more funds holding in top 10

Funds holding in top 10: 4146 (+5)

4% more funds holding

Funds holding: 894929 (+35)

1.25% more ownership

Funds ownership: 83.59%84.84% (+1.2%)

5% less repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 341

30% less call options, than puts

Call options by funds: $172M | Put options by funds: $246M

Holders
929
Holders Change
+35
Holders Change %
+3.91%
% of All Funds
20.1%
Holding in Top 10
46
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.2%
% of All Funds
1%
New
113
Increased
324
Reduced
341
Closed
68
Calls
$172M
Puts
$246M
Net Calls
-$74.4M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
LA
876
Legacy Advisors
Pennsylvania
$16K +$14.5K +75 New
PB
877
Pinnacle Bancorp
Nebraska
$15K
WC
878
Whitnell & Co
Illinois
$15K
GWS
879
Glassman Wealth Services
Virginia
$15K +$7.94K +41 +137%
SWP
880
Strategic Wealth Partners
Ohio
$14K
BAMG
881
Brand Asset Management Group
Missouri
$14K +$5.42K +28 +72%
BWM
882
Baystate Wealth Management
Massachusetts
$14K +$6.2K +32 +107%
GEA
883
Glen Eagle Advisors
New Jersey
$13.7K
KPW
884
Kore Private Wealth
New York
$13K +$11.8K +61 New
CGT
885
Capital Guardian Trust
California
$12K -$5.81K -30 -34%
AS
886
Altshuler Shaham
Israel
$12K +$10.7K +55 New
Capstone Investment Advisors
887
Capstone Investment Advisors
New York
$11K -$74.4K -384 -88%
OIA
888
Optimum Investment Advisors
Illinois
$11K -$3.68K -19 -28%
CI
889
CX Institutional
Indiana
$11K +$10.5K +54 New
IWP
890
Icon Wealth Partners
Texas
$10K +$9.49K +49 New
PWM
891
PRW Wealth Management
Massachusetts
$9K
WAP
892
Wealthcare Advisory Partners
Pennsylvania
$9K
OWA
893
One Wealth Advisors
California
$9K +$8.33K +43 New
SGAM
894
Smith Group Asset Management
Texas
$8K
WAS
895
WESPAC Advisors SoCal
California
$8K
TNBTD
896
Trustmark National Bank Trust Department
Mississippi
$8K +$7.75K +40 New
AIM
897
Assured Investment Management
New York
$7K -$3.11M -16,074 -100%
NIM
898
NuWave Investment Management
New Jersey
$7K -$566K -2,925 -99%
WCG
899
Weaver Consulting Group
California
$7K +$6.39K +33 New
SFFS
900
Stonehage Fleming Financial Services
Jersey
$6.26K

SPGI Hedge Fund Activity: Q1 2019 in Review

929 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q1 2019, worth a combined $43.9B — up 23% from $35.6B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new SPGI positions and 68 closed out — a net gain of 45 holders — while 324 added to existing stakes and 341 trimmed.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $599M. The largest seller was APG Asset Management, cutting an estimated $294M.

  • 929 institutional investors held S&P Global (SPGI) as of Q1 2019, up from 894 in Q4 2018.
  • Funds reported $43.9B of S&P Global stock for Q1 2019, up 23% quarter-over-quarter.
  • 113 funds opened new S&P Global positions in Q1 2019 and 68 closed out, a net change of +45 holders.
  • The largest S&P Global buyer in Q1 2019 was Lone Pine Capital, an estimated $599M added.
  • The largest S&P Global seller in Q1 2019 was APG Asset Management, an estimated $294M sold.

Based on aggregated 13F filings for Q1 2019.